Announcements
Keep all your staff informed of important decisions and changes within the company or workflow with SwiftCase announcements.
The Statistics Overview
Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period.
The Statistics Builder
Discover the powerful Statistics Builder in SwiftCase. Configure timely email reports about the performance of your Tasks.
Reminders
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met.
Workflow Builder – Status settings
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow.
Workflow Builder – Workflow Configuration
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details.
Automated Events
Discover how automated events in swiftcase can reduce the need for manual action on a Task. Send emails,documents, gather client data and allocate staff without lifting a finger!
The Workflow Builder
Discover how the workflow builder can help you customise your workflows instantly.
Configuring the User Listing Columns
Find out how to prioritise the display of additional key information about users in SwiftCase user index page.
Export a list of Users as a .csv file
Learn how to export all your key user information from SwiftCase as a versatile .csv file, enabling your team to export data to another app.
Creating/Editing a Document Template
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.
Creating/Editing an Email Template
Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data.
